StockDriftsStockDriftsTop 50 Financial Harvest, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DUSB | DIMENSIONAL ETF TRUST | 17.45% | 831.4K | $42.2M | +1020.21%(+757.18K) | $50.72(+0.20%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 15.55% | 538.1K | $37.6M | +6.00%(+30.44K) | $56.26(+28.29%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 13.49% | 735.3K | $32.6M | +7.96%(+54.20K) | $35.43(+29.79%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 8.81% | 531.1K | $21.3M | +6.14%(+30.73K) | $29.59(+47.97%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 7.32% | 424.5K | $17.7M | +9.93%(+38.36K) | $35.10(+21.47%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.86% | 380.6K | $14.2M | +5.55%(+19.99K) | $28.28(+38.65%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.94% | 234.7K | $9.5M | +6.40%(+14.13K) | $28.51(+38.22%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.94% | 173.2K | $9.5M | -1.01%(-1.76K) | $41.30(+38.85%) | 2026-06-30 | |
| DFAR | DIMENSIONAL ETF TRUST | 3.47% | 320.4K | $8.4M | +8.89%(+26.15K) | $24.16(+8.22%) | 2026-06-30 | |
| DXUV | DIMENSIONAL ETF TRUST | 2.42% | 87.9K | $5.8M | +18.83%(+13.94K) | $56.19(+24.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.88% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.20% |
Financial Harvest, LLC reports $241.88M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are DUSB (17.4%), DFAT (15.6%) and DFAC (13.5%). The top 20 holdings account for 90.89% of reported assets. Its disclosed equity book has returned +25.88% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Harvest, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052933). View Financial Harvest, LLC’s 13F filings on SEC